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Opinion
Opinion
Yesterday
Answers from the campfire
Last week, during the Fund Event, I sat in a packed room around a metaphorical campfire. This time…
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Opinion
October 7, 2025
The human factor in factor investing
Wat als de sleutel tot het begrijpen van marktrendementen niet in de balansen van bedrijven ligt…
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Opinion
October 6, 2025
Chart of the week: it just keeps going
As I’m still reflecting on the Fund Event 2025, where it became objectively clear that Europe needs…
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Opinion
September 30, 2025
The crash of October
October has a bad reputation in the markets. The biggest crashes in history – 1929, 1987, and 2008 –…
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Opinion
September 29, 2025
Chart of the week: valuation issues
Stocks are extremely expensive, so it’s just a matter of time before the markets collapse. The next…
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Opinion
September 26, 2025
ECB swaps the Italy problem for the France problem
It is March 2020 and Italy is in serious trouble. Italian long-term interest rates are rising…
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Opinion
September 24, 2025
The profit paradox
For decades, it was an iron law for investors: in the long run, the stock market follows economic…
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Opinion
September 23, 2025
Greed is a stronger emotion than fear
The Federal Reserve last week cut interest rates from 4.25–4.50 percent to 4.00–4.25 percent and…
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Opinion
September 22, 2025
Chart of the week: rethinking
UK inflation is far too high, and the policy rate is far too low. That might sound odd, but if you…
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Opinion
September 17, 2025
Why a zero allocation to crypto is hard to justify
Should you invest in crypto? A fundamental question for every investor. In a paper, Ran Duchin…
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Most recent
Investing
Another wave of price pressure hits European fund managers
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Defense and AI push European thematic ETFs to record size
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Transfers
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Asset Allocation
Investors struggle to price nature’s true value
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Opinion
Answers from the campfire
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